See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,828 | $136,307+9.2% | $106,619+39.6% | $273,961-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.26% | 11.05%-3.8pp | 9.42%-2.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,386 | $5,190+3.8% | $3,947+36.5% | $4,869+10.6% |
| Participant deferral / active EE | $8,923 | $4,969+79.6% | $3,930+127.0% | $5,287+68.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |